Investment Return Calculator

What an investment really earned.

Yearly return

0%
Total return
0%
Gain
$0

How it’s calculated

  • Total return = (end + income − start) ÷ start
  • Yearly return = ((end + income) ÷ start)^(1 ÷ years) − 1

Example: $10,000 that grew to $15,000 with $500 of dividends over 5 years returned 9.16% a year.

About the Investment Return Calculator

The total and yearly return on an investment, counting dividends or income.

How to use this tool

  1. Enter what you put in.
  2. Enter what it is worth now and any income.
  3. Enter how many years you held it.

Frequently asked questions

Is this the same as ROI?

Total return is ROI. The yearly return also accounts for how long it took.